+2,683.6%
MUU vs PHM
-12.5%
+2,696.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.5% | +6.1% |
| 7D | +15.0% | -3.9% | +18.9% | +17.7% |
| 30D | +36.8% | -8.6% | +45.4% | +43.6% |
| 3M | -8.5% | -2.9% | -5.6% | -8.9% |
| 6M | +320.7% | -5.7% | +326.4% | +323.3% |
| YTD | +599.7% | +1.9% | +597.8% | +559.4% |
| 1Y | +2,569.2% | -12.3% | +2,581.5% | +2,698.1% |
| All | +2,683.6% | -12.5% | +2,696.1% | +2,349.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PHM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling